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Unifying Client Data in the Lloyd's Market
Microsoft Dynamics CRM for Lloyds
Agents, Brokers and Underwriters is designed to enable a single,
unified clear picture of relationships with clients and other
contacts held across their organisation.
Agents and Syndicates typically
conduct business at Lloyds through building networking
relationships, engagements, personal development and industry
knowledge over a number of years; enjoying a wealth of valuable
information about clients and their characteristics through these
engagements.
However this information is often
fragmented across multiple systems, employees and departments.
Therefore agents and syndicates are not able to connect these
pockets of client information for the greater good of their
organisation, making it virtually impossible to establish a
complete picture of a client to support business development
opportunities.
Microsoft Dynamic CRM for the
Lloyd's market has been developed to enhance agents, brokers and
Underwriters' ability to share and act upon information within
their organisation, identify business opportunities, improve
clients profiling and segmentation for increased prospecting and
cross selling.
Deployed as a single platform,
Microsoft Dynamics CRM for Lloyds is a single integrated solution
that supports multiple business channels, multiple client touch
points, online client access and rapid deployment through its
unique internet architecture; enhancing Agent, broker and
Underwriter's capacity to:
- Account Plan effectively - create outstanding
account/engagement plans quickly and easily, inline and
commensurate with relationship value.
- Capture and structuring of key groups relationship (i.e. org
charts, locations and networks etc)
- Sales Process - implement well-defined sales process that:
-
- Directs business development to the best opportunities
- Disciplines consistent behaviours that will best pursue those
opportunities
- Increase organisation Productivity - automation or elimination
of redundant or low-value activities enabling employees to focus on
the highest-value activities
- Readymade Market Tools - provide easy-to-use, value-added tools
which provide accurate, relevant and timely information to the
business
- Business Metrics - ability to identify and track key business
performance against the defined metrics that determine the fate of
your business.
Microsoft CRM for Lloyds is
delivered in the form of a flexible standard system that can be
customised in phases to meet both long-term strategic business
vision and the more immediate issues.
See solutions for your business by clicking below
To see Microsoft CRM for the
Lloyd's Market in action simply call us on 0845 850 1550 or email
us info@pythagoras.co.uk to
organise a demonstration so you can see how this unique product can
add value to your operations; Microsoft CRM for Insurance can be
linked into your existing applications or systems to offer a new
way of working.